End of Year Reflection

As the year comes to a close we reflect on all we accomplished in 2023. We had the opportunity to celebrate the success and career growth of our colleagues. The team gathered for a number of events both at the office and around town, including our annual Ping Pong Tournament and Padres Game.  Most importantly, we spent time with our community, providing support to various non-profits both through donations and volunteer hours. We look forward to all that 2024 has in store! 

Culture Highlights

We first would like to recognize the achievements of our colleagues. We had a number of colleagues grow in their careers over the last 12 months. We were proud to celebrate with the following colleagues as they achieved well-deserved promotions. 

  • Jennifer Bowman- Risk Advisor
  • Deane Camateros- Client Manager I
  • Stephanie Jarboe- Senior Accountant
  • Gena Marquez- Executive Client Leader
  • Alejandra Moises- Client Manager II
  • Kayla Phelps- Client Manager II
  • Ariana Vigil- Client Manager II
  • Stephanie Chu- Client Manager II

We are fortunate to have an Events Committee that plans and executes wonderful events around San Diego for our colleagues to gather and spend quality time together. The following outlines, just a few.

Punch Bowl Social– The team gathered at Punch Bowl Social for an afternoon of delicious food, drinks, and some competition in the bowling alley!

Summer Solstice– We kicked off the summer at Mission Bay, joined by friends and family.

Catamaran Party– We gathered at the Catamaran Resort Hotel and Spa for an afternoon filled with delicious food and drinks, face painting, a magician and great company. 

Padres Game– We gathered for our annual Padres Game as they took on the Los Angeles Dodgers. It was a great afternoon spent with friends and family that ended with a Padres win!

Ping Pong Tournament– The team gathered at our Downtown San Diego office for our annual Ping Pong Tournament. The afternoon was filled with some friendly competition and time well-spent with our team!

Community Highlights

The most important part of the work we do is the opportunity we have to give back to our San Diego community. In 2023, we were able to contribute nearly $30,000 to the organizations listed below. In addition to contributing funds, our colleagues had the chance to volunteer and participate in a number of events in support of these organizations. The following outlines these organizations.

Emilio Nares Foundation

Lions Tigers & Bears

Tyler’s Tribe

Monarch School


Challenged Athletes Foundation

Epilepsy Foundation

Leukemia & Lymphoma Society

San Diego Humane Society

Words Alive San Diego

The George G. Glenner Alzheimer’s Family Centers, Inc.

The David’s Harp Foundation

Serving Seniors

San Diego LGBT Community Center

Generate Hope

Warrior Foundation Freedom Station

Workshop for Warriors

Just In Time for Foster Youth

Salvation Army

Fisher House Southern California, Inc.

Alpha Project San Diego

St. Vincent de Paul

Make A Wish San Diego

Promises to Kids

Boys to Men Mentoring Network

In addition to the organizations above, we had the opportunity to partner with Dickinson Cameron to build cottages for Casas de Luz which supports families in need of shelter and community.

Lastly, we attended the Corporate Dash in Liberty Station, in support of  the Firefighter Aid by San Diego Fireman’s Relief Association. This organization has provided protection, care and relief to the members of the San Diego Fire-Rescue Department for over 100 years.

We are fortunate to work with colleagues who make each year better than the last. We look forward to all that 2024 has in store!

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